+445.9%
ASX vs LUV
+39.7%
+406.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.7% |
| 7D | +6.3% | +3.1% | +3.2% | +5.3% |
| 30D | +6.4% | -17.4% | +23.8% | +12.1% |
| 3M | +13.1% | -4.9% | +18.0% | +15.1% |
| 6M | +90.3% | -5.7% | +96.0% | +93.3% |
| YTD | +149.6% | -5.2% | +154.8% | +150.3% |
| 1Y | +249.2% | +24.1% | +225.1% | +225.1% |
| 3Y | +445.9% | +39.6% | +406.3% | +367.9% |
| All | +445.9% | +39.7% | +406.1% | +367.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling